Jax Inc 401(k) Profit Sharing Plan And Trust
Sponsored by Jax Inc · EIN 841087636 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 349
- With balances
- 99
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global View Capital Management Llc CRD 158292 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services | Claims processing, Recordkeeping, Custodial (other) | $16,988 |
| Global View Capital Management | Investment advisory (plan), Investment management fees (direct) | $13,567 |